Wakefield, 01880-2303, MA,
United States
Curley Law Firm Technographics
Curley Law Firm Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Curley Law Firm and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Curley Law Firm employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Curley Law Firm has purchased the following applications: Elder Docx for Legal Practice Management in 2015, Microsoft 365 for Collaboration in 2017, Invoca Call Tracking for Call Tracking and Recording in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Curley Law Firm is running and its propensity to invest more and deepen its relationship with WealthCounsel , Microsoft , Invoca or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Curley Law Firm revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Curley Law Firm intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Curley Law Firm Tech Stack and Enterprise Applications
Curley Law Firm ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| WealthCounsel | Legacy | Elder Docx | Legal Practice Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 Curley Law Firm implemented Elder Docx to support practice operations within Legal Practice Management. The Wakefield Massachusetts firm is a specialized elder law and estate planning practice and uses its WealthCounsel and ElderCounsel affiliations to inform document content and procedural templates.
Elder Docx was configured as a document assembly and template management capability focused on producing Medicaid planning documents and client letters that align with MassHealth planning requirements. The implementation centralized template-driven drafting workflows so attorneys and paralegals could generate standardized engagement letters, Medicaid application materials, and related estate planning documents. Configuration included clause selection and document bundling consistent with Legal Practice Management workflows to reduce manual drafting steps.
Operational scope covered the firm’s core business functions for elder law, Medicaid planning, and estate administration, with the application used firmwide across attorneys and support staff. Governance practices established standardized templates and review checkpoints to ensure consistency in client correspondence and Medicaid planning documentation. The firm’s WealthCounsel and ElderCounsel membership is explicitly tied to the use of Elder Docx and is presumed to help the firm produce Medicaid planning documents and client letters more efficiently.
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Curley Law Firm Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
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Curley Law Firm CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Invoca | Legacy | Invoca Call Tracking | Call Tracking and Recording | CRM | n/a | 2019 | 2019 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2017 | 2017 |
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Tag Management | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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Curley Law Firm ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2021 | 2021 |
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Curley Law Firm IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Curley Law Firm CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Curley Law Firm
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Curley Law Firm Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||